Christopher Menard
CRD Number: 6092770Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Christopher Menard (CRD# 6092770) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beverly, MA and has over 4 years of experience in the finance industry.
CRD# 2616253
Walnut Hill Advisors, LLC
Score
104
CRD# 5189191
Assetgrade, LLC
Score
103
CRD# 2601434
Commonwealth Financial Network
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a | Beverly, MA | Nov 2013 - Current | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beverly, MA | Jul 2013 - Current | 4 |
| Unemployed | Burlington, MA | May 2013 - Jul 2013 | < 1 |
| Trinity College | Hartford, CT | Jul 2009 - May 2013 | 3 |
| Merrill Lynch | Hartford, CT | Jun 2012 - Nov 2012 | < 1 |
| Greg Carter Hockey School | Concord, MA | Jan 2005 - Sep 2011 | 6 |
| Gda | Byfield, MA | Aug 2005 - Jun 2009 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2013 |
- CT
- TX
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Total Assets Under Management639,574MILLIONS
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Total Number of Accounts1,831,494ACCOUNTS
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Average Account Value$349,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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